+52.6%
DOCS vs FLNC
-72.6%
+125.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.4% | -5.5% | -2.3% |
| 7D | -0.8% | -7.9% | +7.1% | -0.2% |
| 30D | +17.4% | -31.3% | +48.7% | +20.6% |
| 3M | +57.4% | -60.1% | +117.5% | +68.2% |
| 6M | +26.5% | -61.1% | +87.7% | +31.6% |
| YTD | -26.6% | -73.4% | +46.8% | -22.2% |
| 1Y | -48.1% | -73.4% | +25.4% | -45.5% |
| 3Y | +52.6% | -71.9% | +124.6% | +41.8% |
| All | +52.6% | -72.6% | +125.2% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded FLNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling